文 | 彭琦沈晓涵美国批准H20和MI308对中出售，台积电25年营收增长区间上调至30%——电子行业周报本周（2025.7.14-2025.7.20）市场回顾1）海外AI芯片指数本周上涨4.3%，美国批准英伟达H20和AMD的MI308芯片重新出口到中国，带动海外芯片指数出现较大涨幅。AMD股价上涨超过7%，英伟达和台积电涨幅超4%，博通和Marvell涨幅近3%。2）国内AI芯片指数本周上涨...
Source Link文 | 彭琦沈晓涵美国批准H20和MI308对中出售，台积电25年营收增长区间上调至30%——电子行业周报本周（2025.7.14-2025.7.20）市场回顾1）海外AI芯片指数本周上涨4.3%，美国批准英伟达H20和AMD的MI308芯片重新出口到中国，带动海外芯片指数出现较大涨幅。AMD股价上涨超过7%，英伟达和台积电涨幅超4%，博通和Marvell涨幅近3%。2）国内AI芯片指数本周上涨...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.